中国一汽11月销量出炉，30.6万辆的整车销售成绩由8.5万辆自主品牌、22万辆合资品牌构成，1-11月累计销量299.5万辆，同比增长4.8%。 这样的成绩高情商叫稳中向好，低情商则是不温不火，尤其是在东风、长安、上汽等"国家队"友商的自主新能源品牌都开始打开局面，屡创销量新高的背 景之下。 回看邱现东履新中国一汽董事长这两年，2023年接手时，这家央企车企的年销量为337.3万辆，一年后不升反降，2024全年整车累计销量320万辆。 再到今年，一汽1-11月累计销售299.5万辆新车，12月销量需要环比提升30%至约40万辆，年销量才可以回到两年前约340万辆的水平。 假如新董事长想要在任职的第三年（2026年）交出一份更抢眼的成绩单，一汽需要变化，在这个节点上，"买买买"成了一个选项。 1 论近期汽车行业中投资动作最多的车企，一汽是有力候选。 11月21日，前身是大疆车载的辅助驾驶方案供应商卓驭科技宣布，获得来自中国一汽超36亿元人民币的战略投资。按邱现东的说法，这次战略投资将进一 步增强中国一汽在智能驾驶领域的技术竞争力。 约一周时间后，零跑汽车创始人、董事长兼CEO朱江明在新车发布会后向媒体透露，零 ...

新华财经长春12月2日电（记者张建王晓林）记者2日从中国第一汽车集团有限公司获悉，该集团旗下民 族汽车品牌红旗今年1—11月累计销量突破42万辆，同比增长9.2%。 据了解，11月份，红旗品牌单月销量突破4万辆，延续稳步增长态势。其中，红旗新能源产品销量同比 增长60.8%。拥有红旗国雅、国礼、国耀等车型的红旗金葵花产品销量再破百辆。 中国一汽是国有特大型汽车企业集团，总部位于吉林省长春市，拥有红旗、解放、奔腾等自主品牌和大 众（奥迪）、丰田等合资品牌，累计产销汽车超过6000万辆，销量规模位列中国汽车行业第一阵营。 （文章来源：新华财经） 红旗品牌快速发展的同时，中国一汽销量也保持了较快增长。今年1至11月，中国一汽累计销售299.5万 辆，同比增长4.8%。其中，自主品牌新能源汽车增速显著，节能车销量增幅明显。 据介绍，中国一汽坚持以科技创新为引领，深入推进"稳中快进、创新提质"总体策略，近期在品牌建 设、技术创新、合资协同及数智化转型等领域取得多项重要进展，带动产销量保持增长态势。 ...

证券之星消息，12月1日商用车板块较上一交易日上涨1.24%，宇通客车领涨。当日上证指数报收于3914.01，上涨0.65%。深证成指报收于 13146.72，上涨1.25%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600066 | 宇通客车 | 32.00 | 2.86% | 16.38万 | 5.18亿 | | 600418 | 江淮汽车 | 49.86 | 1.76% | 40.37万 | 20.03亿 | | 600166 | 福田汽车 | 2.80 | 1.08% | 109.42万 | 3.06亿 | | 000957 | 中通客车 | 10.97 | 0.83% | 11.87万 | 1.30亿 | | 000951 | 中国重汽 | 16.81 | 0.66% | 12.73万 | 2.13亿 | | 600006 | 东风股份 | 7.46 | 0.40% | 16.35万 | 1.22亿 | | 000868 | 安凯客车 | 5.18 | ...

格隆汇12月1日丨一汽解放(000800.SZ)在投资者互动平台表示，公司已全面布局纯电、混动、氢燃料多 条技术路线的新能源产品。 ...

NO.1长安汽车拟参与设立长安机器人公司 11月28日电，长安汽车发布公告称，公司董事会审议通过了《关于投资设立机器人公司的议案》。长安 天枢智能机器人科技有限公司由中国长安汽车集团有限公司、重庆长安汽车股份有限公司、辰致汽车科 技集团有限公司、重庆长安科技有限责任公司（以下简称长安科技）共同投资设立，注册资本4.5亿 元。其中，公司拟以自有资金出资2.25亿元，持股50%；公司全资子公司长安科技拟以自有资金出资 0.45亿元，持股10%。 点评：长安汽车拟设立新机器人公司，进一步推动其向智能制造和自动化领域的扩展。这一战略性投资 不仅标志着长安积极融入机器人产业的决心，也展现了其在创新产品与业务方案上的潜力。此举也为整 个汽车行业的转型升级提供了参考，激励其他企业加速探索新技术与新业态，推动行业整体的变革。 点评：大众汽车集团任命Ludwig Fazel为新战略负责人，凸显其加速电动化与智能化转型的决心。此举 或提振市场对传统车企转型预期的信心，相关零部件及新能源产业链公司估值有望获得重估。整体来 看，该人事变动强化了行业变革信号，或引导市场进一步聚焦汽车产业升级机遇。 NO.4雷军：小米汽车跨年购置税补贴 ...

11月27日晚，一汽解放集团股份有限公司发布关于对外投资暨关联交易的公告。公告显示，一汽解放基于公司整体战略和未来经营发展 需要，拟通过全资子公司一汽解放汽车有限公司（以下简称"解放有限"）对其合营企业解放时代新能源科技有限公司（以下简称"解放 时代"或"合资公司"）现金增资1.91亿元人民币，解放时代现有股东宁德时代新能源科技股份有限公司（以下简称"宁德时代"）及本次 新引入投资者特来电新能源股份有限公司（以下简称"特来电"）拟同步对解放时代进行增资，三方增资合计4.12亿元人民币。 对外投资协议主要内容 主要内容以下签署方单称"一方"，合称"各方"，解放有限、宁德时代合称"现有股东"，解放有限、宁德时代、特来电合称"本轮投资 人"。 解放时代主要财务指标如下： | 项 目 | 2024 年末 | 2025年9月30日 | | --- | --- | --- | | 资产总额 | 54,250.39 | 142,080.95 | | 负债总额 | 45,912.10 | 133,976.01 | | 净资产 | 8,338.29 | 8.104.94 | | 项目 | 2024 年度 | 2025年1-9月 ...

Group 1 - The article discusses the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, scheduled for December 18-19, 2025, in Shenzhen, with an expected attendance of over 1,200 in-person participants and 30,000 online viewers [2] - The event is organized by various entities including Qidian Lithium Battery, Qidian Solid-State Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, focusing on themes of new cycles, new technologies, and new ecosystems [2] - A total of 4.12 billion RMB will be raised through capital increases involving FAW Liberation, CATL, and Telai Electric for the joint venture, Jiefang Times New Energy Technology Co., Ltd [2][3] Group 2 - FAW Liberation and CATL will each invest 1.91 billion RMB, maintaining a 47.0270% stake in the joint venture, while Telai Electric will invest 300 million RMB for a 5.9460% stake [3][4] - The joint venture, established in March 2023, has shown rapid growth, with revenues increasing from 2.36 million RMB in 2023 to 47.96 million RMB in 2024, and total assets reaching 54.25 million RMB by the end of 2024 [5] - The investment aims to enhance the financial strength of Jiefang Times, strengthen its resource connections, and improve its competitiveness in the new energy commercial vehicle sector [6]

Core Insights - The "Heavy Truck First Influence Index" for October 2025 shows a total score of 2566 points for nine major heavy truck brands in China, marking a 17.4% increase from September and a slight 4.8% decrease from the same period last year [1] - The month of October has proven to be a strong sales period for heavy truck brands, with significant marketing efforts during the National Day and Mid-Autumn Festival holidays [3][5] - Leading brands such as FAW Jiefang and China National Heavy Duty Truck Group achieved their best performance of the year in October [5][9] Brand Performance - FAW Jiefang topped the index with a score of 665, breaking the 650-point barrier for the first time this year, indicating strong market presence [5][12] - China National Heavy Duty Truck Group ranked second with a score of 523, benefiting from various promotional activities and strategic partnerships [12][9] - Dongfeng Commercial Vehicle and Dongfeng Liuqi also saw significant sales, with Dongfeng securing a large order of 600 units during a promotional event [14][11] Major Events and Collaborations - FAW Jiefang announced a strategic partnership with Lingong Group to enhance its non-road vehicle market presence [7] - China National Heavy Duty Truck Group held its 2025 Global Partner Conference and signed multiple large orders, including a strategic agreement for 1000 units of the HOWO TX7-PRO [9][12] - Dongfeng Commercial Vehicle launched three models tailored for the Saudi market and participated in various promotional events, showcasing its commitment to international collaboration [14][11] Market Trends - The heavy truck market in October experienced a notable increase in promotional activities and sales, reflecting a robust recovery and competitive spirit among brands [11][18] - The "Golden September and Silver October" period has been characterized by significant marketing efforts and product launches, contributing to the overall growth in the heavy truck sector [3][18] - The index indicates a positive trend in brand influence and market engagement, with several brands making substantial gains in visibility and sales performance [1][12]

Core Viewpoint - The announcement from China Securities Index Co., Ltd. regarding the periodic adjustment of sample stocks for various indices, including CSI 300, CSI 500, and CSI 1000, indicates a shift in market composition and sector representation, effective from December 12 and December 15, 2023 [1][21]. Group 1: Index Adjustments - The CSI 300 index will replace 11 sample stocks, including Dongshan Precision, Light Media, and Shenghong Technology [1][4]. - The CSI 500 index will replace 50 sample stocks, with new additions including Heertai, Huahong Semiconductor, and Dongfang Yuhong [4][5]. - The CSI 1000 index will replace 100 sample stocks, with new entries such as Shijia Photon, Yongding Co., and Hailanxin [6][12]. Group 2: Sector Representation - Post-adjustment, sectors such as information technology, communication services, and industrials will see an increase in sample stock numbers and weights, leading to a more balanced industry allocation in the A-series indices compared to traditional broad-based indices [13]. - The total market capitalization coverage for the CSI 300, CSI 500, and CSI 1000 indices is reported at 51.92%, 14.83%, and 13.22% respectively, indicating significant representation of large-cap stocks [13]. Group 3: Specific Stock Changes - The Shanghai Stock Exchange and China Securities Index Co., Ltd. will also adjust the sample stocks for the SSE 50, SSE 180, SSE 380, and Sci-Tech 50 indices, with specific stocks being added and removed [13][14]. - The SSE 50 index will replace 4 stocks, including Northern Rare Earth and Huadian New Energy [14]. - The SSE 180 index will replace 7 stocks, with new additions like Zhongtian Technology and Ruixin Micro [14].

卓驭科技相关负责人在接受《中国经营报》记者采访时解释称，中国一汽的资金之于卓驭科技并不只是 财务投入，更重要的是其背后承载的体系协同：供应链、整车验证场景、软硬件集成能力，这些都决定 了下一阶段技术能否以更低成本、更高安全级别落地到公共交通、乘用车以及海外市场。 卓驭科技为何赢得一汽战投？ 卓驭科技获得来自中国一汽超过36亿元的战略投资，使这家以技术见长的智能驾驶企业首次站到产业资 本聚光灯下。这一体量在当下资本趋于谨慎的周期中格外醒目，但更受关注的是，中国一汽选择在此时 扩大与卓驭科技的绑定，折射出的产业博弈方向。 中经记者 陈靖斌 广州报道 近日，中国第一汽车集团有限公司（以下简称"中国一汽"）以超36亿元的规模入局深圳市卓驭科技有限 公司（以下简称"卓驭科技"）。这笔投资的资金体量引人侧目，资本关注的是它背后折射的智能驾驶产 业竞速方向——央企开始主动"把关键技术握在自己手里"。 在卓驭科技看来，中国一汽的加入属于智能驾驶产业迈向"规模化节点"的信号——头部主机厂的技术路 线选择，往往意味着产业链的资源重新分配。 企业跳出"技术优但规模小"困境的关键变量。 多元资本下注背后的价值 资本正在围绕卓驭科技形 ...